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Commercial Lines Account Manager

Alera Group

Norwell, Massachusetts

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JOB DETAILS
SKILLS
Brokerage, Business Growth, Business Support, Communication Skills, Compensation and Benefits, Cross-Selling, Customer Relations, Customer Service Management, Customer Support/Service, Detail Oriented, Documentation, Employee Benefits, Financial Services, Follow Through, Insurance, Insurance Sales, Leadership, Maintenance Services, Management Strategy, Microsoft Office, Multitasking, Organizational Skills, Partner Sales, Property and Casualty Insurance, Relationship Management, Retention Programs, Retirement Plan, Risk, Risk Management, Sales Management, Service Delivery, Team Player, Time Management, Underwriting
LOCATION
Norwell, Massachusetts
POSTED
1 day ago
OVERVIEW

Position Summary
We are seeking a Commercial Lines Account Manager to join our growing Property & Casualty team. This role is ideal for a client-focused insurance professional who thrives in a fast-paced environment, enjoys building strong client relationships, and takes pride in delivering proactive service. This position plays a key role in supporting continued business growth, creating additional service capacity for senior team members managing larger accounts, and ensuring a high level of service for an expanding commercial client portfolio. The Account Manager will partner closely with Producers, carriers, and internal service teams to manage day-to-day client needs, support renewals and policy servicing, identify coverage gaps, and contribute to organic growth initiatives.

About Alera Group
Alera Group is an independent, national insurance and financial services firm built on the belief that collaboration creates better outcomes. Founded in 2017, Alera Group has grown to become one of the largest privately held insurance brokerage firms in the United States, offering Property & Casualty, Employee Benefits, Wealth Services, and Retirement Plan solutions.

With a collaborative culture and a commitment to client success, Alera Group empowers its teams to deliver thoughtful service, strategic solutions, and long-term partnership.
Why Alera Group
  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES

What You'll Do / Your Impact
Client Service & Account Management
  • Serve as a primary day-to-day contact for assigned commercial clients
  • Manage policy servicing activities including endorsements, certificates, renewals, policy changes, audits, and coverage questions
  • Build strong client relationships through responsive, proactive communication
  • Coordinate with carriers, underwriters, and internal teams to ensure timely execution of service requests
  • Assist in preparing renewal strategy materials, proposals, and coverage comparisons
  • Maintain accurate documentation and account activity within agency management systems
Risk Advisory & Coverage Consultation
  • Review client programs for potential coverage gaps or exposures
  • Partner with clients to identify additional solutions that strengthen their overall risk management strategy
  • Support consultative conversations around complementary coverages such as Cyber, EPLI, Umbrella, and other commercial insurance solutions
  • Help ensure clients are maximizing Alera Group's broader capabilities
Growth & Organic Expansion
  • Support regional organic growth initiatives through account expansion opportunities within existing client relationships
  • Identify and refer opportunities for additional lines of business where appropriate
  • Participate in internal growth programs and performance initiatives tied to account development
  • Collaborate with Producers and leadership to support retention and expansion goals
QUALIFICATIONS

What You Bring

Required Qualifications
  • 3+ years of Commercial Property & Casualty insurance experience in an account management, client service, or similar client-facing role
  • Strong knowledge of commercial insurance coverages, policy servicing workflows, and carrier interactions
  • Excellent communication and relationship management skills
  • Strong organizational skills with the ability to manage multiple priorities and deadlines
  • Detail-oriented with strong follow-through and accountability
  • Proficiency with agency management systems and Microsoft Office tools
Preferred Qualifications
  • Active Property & Casualty insurance license (or ability to obtain within a defined timeframe if applicable)
  • Experience supporting middle market or commercial business accounts
  • Experience in a brokerage or agency environment
  • Exposure to cross-selling, account rounding, or organic growth initiatives

ADDITIONAL INFORMATION

Compensation & Incentives
Base Salary: $55,000 - $80,000 annually (commensurate with experience)

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About the Company

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Alera Group